UK Mortgage Arrears (> 2.5% of balance, % share of loans, annual) …
12th July 2023
US Single-family Housing Starts (% y/y, annual) …
US House Prices (% q/q) …
France & Euro-zone Core Inflation (% y/y, since Q4 2019) …
Headline Inflation in the EZ, UK & US (% y/y, Q4 2019 - Q4 2025) …
Policy Rates in Selected EM Europe Economies (%, end of year) …
Inflation in Selected Sub-Saharan Africa Economies (% y/y, annual) …
Inflation in Selected Asia (ex. Japan) Economies (%, annual) …
Real GDP in Selected Sub-Saharan Africa Economies (% y/y, annual) …
China Policy Interest Rate and 10Y Bond Yield (%, quarterly) …
Euro-zone Employment (% y/y, quarterly) …
Aggregate EM Goods Exports ($US bn, s.a.) …
EM Food CPI (% y/y) …
CE Headline Inflation Forecast and Mid-Point of Inflation Targets (2024, % y/y) …
EM Headline Inflation by Region (% y/y) …
Aggregate EM Inflation* (% y/y) …
Latin America Headline and Core Inflation (% y/y, monthly) …
Canada CPI-common Inflation (% y/y, monthly) …
Belgium Headline and Core Inflation (% y/y, quarterly) …
New Zealand Headline and Core Inflation (% y/y, quarterly) …
Canada Headline and CPI-trim Inflation (% y/y, quarterly) …
China Industrial Production (% y/y, monthly) …
Spain Industrial Production (% y/y, quarterly) …
Romania Industrial Production (% y/y, quarterly) …
Poland Industrial Production (% y/y, quarterly) …
Italy Industrial Production (% y/y, quarterly) …
France Industrial Production (% y/y, quarterly) …
Taiwan Industrial Production (% y/y, quarterly) …
UK Housing Market Activity (thousands) …
UK Commercial Property Capital Value Growth by Sector (%, Average 2023 - 2027) …
UK Policy Interest Rate and 10Y Bond Yield (%, quarterly) …
USD/TND (end of quarter) …
GBP/USD (end of quarter) …
EUR/USD (end of quarter) …
Nigeria Inflation (% y/y, monthly) …
Romania Inflation (% y/y, monthly) …
UK Real Earnings Growth (% y/y, quarterly) …
US Real Household Disposable Income (% y/y, annual) …
UK Weekly Earnings Growth (% y/y, including bonuses, quarterly) …
Canada Hourly Earnings Growth (% y/y, annual) …
Carbon dioxide accounts for ~75% of global greenhouse gas emissions …
Major Central Banks Policy Rates (%, monthly) …
Headline Inflation (% y/y, monthly) …
Projected UK Asset Returns (%, average annual returns) …
Projected US Asset Returns (%, average annual returns) …
Table: Projected Asset Returns (%, annual average, local currency terms) …
Crude oil prices have risen in recent months …
Global Aluminium Demand Proxy (% y/y) …
All-Property Net Yield Shift Forecasts in EZ, UK & US (bps, 2023 - 2027) …
US new home sales (000s ann., Q1 2000 - Q4 2025) …
